Creating a report

VIDEO: Adding clients and selecting the report creation method
This video tutorial steps through the initial stages of building a report in Genovo. It covers how to add a new or select an existing client from your Clien...
Fri, 26 Apr, 2024 at 7:40 PM
How do I create a report for an existing or new client?
As a Writer user, to create a report for an existing or new client, click Write report from the main dashboard. You'll be directed to the Write report p...
Tue, 22 Jul, 2025 at 3:14 PM
What is the difference between the four methods you can use to create a report?
As a Writer user, having selected the client(s) you wish to write your report to, you will be prompted to confirm the method you wish to use to create the i...
Tue, 22 Jul, 2025 at 3:17 PM
How to write an advice prompt when using the Genovo AI Assistant report creation method
The Genovo AI Assistant (Gena) will be deployed in an increasing number of areas of Genovo as its reach is expanded. One of the first times you'll come ...
Tue, 22 Jul, 2025 at 12:27 PM
How do I write a report for joint private clients?
As a Writer user, to write a report to joint private clients (e.g. Mr & Mrs Smith) go to Write report, and add both clients into the Selected client(s) ...
Mon, 24 Mar, 2025 at 2:54 PM
How do I write a report for a client belonging to another user within my account?
An Owned by drop down menu is included within Write report for users who have had view all users' clients / reports activated for them. Once ac...
Fri, 26 Apr, 2024 at 7:40 PM
How and where can I use the speech-to-text functionality?
Genovo's speech-to-text functionality is available in over 40 places in various steps of the report creation process. It is generally available in place...
Tue, 22 Jul, 2025 at 3:17 PM
How to write a report consolidating one or more existing investments into another EXISTING investment
The process of creating an investment switch report in Genovo is very quick and straight forward. Assuming you have all the research to hand, have an active...
Tue, 15 Jul, 2025 at 5:41 PM
How to write a report consolidating one or more existing pension plans into another EXISTING pension plan
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for co...
Tue, 15 Jul, 2025 at 5:41 PM
How to write a report consolidating one or more existing pension plans into a NEW pension plan
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for c...
Tue, 15 Jul, 2025 at 5:42 PM